Plan Snapshot
- Plan Sponsor: Currey Ingram Academy
- Sponsor EIN: 621296326
- Sponsor Address: 6544 MURRAY LANE, BRENTWOOD, TN, 37027
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 246
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 246 | $13.8M | $319,464 | $500,913 |
| 2023 | 177 | $12.7M | $253,501 | $411,755 |
| 2022 | 180 | $11.1M | $230,492 | $354,702 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRIME CAPITAL INVMT. ADV. | Other Service Provider | $39,416 | — | $39,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,416
- Estimated Expense Ratio: 0.285% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,355 | — | $40,626 | — | — |
| 2023 | $35,032 | — | $35,032 | — | — |
| 2022 | $30,965 | — | $29,965 | — | — |